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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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Mr. Aronoff is Managing Partner and Founder of Pluritas, a leading Intellectual Property advisory and transaction firm headquartered in San Francisco, California, USA. Mr. Aronoff brings more than 25 years’ experience serving Fortune 500 companies, business strategy and technology consulting firms and leading small-cap public companies. He has worked as a manager of products, technology and technology strategy at Sun Microsystems (now part of Oracle), Eastman Kodak, Microsoft, Coopers & Lybrand and Peat Marwick. He provides clients with insight into what facilitates and impedes IP asset values, in addition to strong negotiating skills and contacts.

True Value of Patents- Insights for Investors & CEOs - Robert Aronoff

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Mr. Aronoff is Managing Partner and Founder of Pluritas, a leading Intellectual Property advisory and transaction firm headquartered in San Francisco, California, USA. Mr. Aronoff brings more than 25 years’ experience serving Fortune 500 companies, business strategy and technology consulting firms and leading small-cap public companies. He has worked as a manager of products, technology and technology strategy at Sun Microsystems (now part of Oracle), Eastman Kodak, Microsoft, Coopers & Lybrand and Peat Marwick. He provides clients with insight into what facilitates and impedes IP asset values, in addition to strong negotiating skills and contacts.

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